The how, what, when, where and why of leaving behind a legacy are different for everyone. It is as much about an individual’s personal philosophy and family dynamics, as it is about efficient wealth transfer.
It is because we take considerable time getting to know and understand your objectives and concerns, that we can develop estate plan constructs that are aligned with your values and help meet your desired outcomes. In an effort to help you understand the ultimate outline and flow of assets through your estate documents, we will often diagram out how and when the various vehicles in your estate will flow to future generations.
We also facilitate the drafting of documents through a third-party estate attorney of your choosing and monitor the legal landscape to help ensure that the estate plan remains current and effective as originally intended. As life situations often ebb and flow, we take care to ensure your estate documents are as flexible as possible, to allow them to be able to adapt with your wishes. In estate planning, like in life, we know that equitable doesn’t always mean equal.
A comprehensive listing of your estate assets/liabilities and diagrams illustrating your current versus proposed plan
Various insights and advice around document retention, identity protection, personal security and social media protection
Customized project driven illustrations and white papers to address the individualistic needs of each client
An online financial planning organizer and vault to consolidate your financial information in a secure and accessible portal
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